What sets us apart
When you think about the role of a financial advisor, what words come to mind? Asset allocation, retirement plan, investments are a few we hear and see all the time. With over 36 combined years of experience we have realized that we can be much more than a financial planner, broker or money manager for our clients. Our goal is to bring the “family office” concept to each and every one of our clients adding value, coordination and customized service to all aspects of their financial lives.
We limit the number of families we work with in order to be our clients' “quarterback”, coordinating their complete financial picture. We will work with or help build a team of specialists so that their estate, tax, insurance and investment portfolios are coordinated and working in harmony towards their overall goals.
As a successful personal wealth management team, with 36 combined years of experience, we understand that each client and family have their own unique needs and specialized requirements. We customize and manage investment portfolios that are designed to: help manage risk, adhere to tax efficient principals, and align with our client’s short and long term goals. Through RBC we bring the capabilities of a fortune 500 company while delivering the high end customized service of a small family office.
